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Find Confidence in
your financial future

Let Collier Wealth Management create a plan to protect your wealth so you can live the life you want.

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Independent Advisors

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Fiduciary Advisor Services

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Tailored Advice & Management

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Can you afford not to have a solid financial plan?

Don't let these questions about your future go unanswered.

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When and how will you retire?

How can you make the most of what you have?

will you be able to live the life you want?

and more daily questions about your future

Get a FREE Second<br/>Opinion on your portfolio

Get a FREE Second
Opinion on your portfolio

Is your portfolio helping you move towards your goals?
Let the Collier Wealth Management team take a second look at your investment portfolio and give you an evaluation of your portfolio health.

Investment Consulting

Make sure that your investments fit who you are, how you prefer to invest, and if you are heading in a direction that helps you work towards reaching your goals.

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Investment Management

Receive professional investment management plus all-encompassing wealth management services.

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Support & Communication

We orchestrate the whole team of professionals so you can live your life! We work with your already-established relationships or introduce you to other professionals to round your team.

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Take the first step to confidence with a No-Obligation Portfolio Second Opinion

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Meet your team of professionals

We believe you should feel financially secure. Collier Wealth Management is here to help you create a plan that aims for success. We have created a team of professionals to serve you. Investment advising, estate planning, tax minimization, asset protection, and charitable giving strategies allow you to pursue your financial goals. 

Meet the Team

Since 1991, my mission has been to treat every client like a neighbor—providing the principled, elegant guidance needed to get your financial house in order and give your family total peace of mind for the future.

- Kevin Collier

I believe everyone deserves a solid financial foundation. Whether you’re planning for retirement or navigating life’s surprises, I’m dedicated to bringing clarity to your future and helping you pursue your goals with confidence.

- Jacob Collier

I am dedicated to helping families find clarity through personalized, thoughtful planning. My goal is to help you navigate life’s complexities with a tailored strategy, giving you the security to enjoy your journey and focus on what you love most.

- Noah Collier, AAMS®

After years as a client of Collier Wealth, I’ve seen firsthand the peace of mind a great plan provides. Today, I’m honored to bring that same clarity to my neighbors—combining my background in individualized care with a commitment to your long-term financial health.

- Barry Bresnahan

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Who We Serve

Financial planning can feel overwhelming, but you don't have to face it alone. Collier Wealth Management offers clear, straightforward advice because we believe you deserve confidence in your future.

To us, you’re more than a client—you’re a neighbor. Our mission is to help you organize your entire financial life and ensure it stays that way for a lifetime.

Business Owners

Business Owners

As a business owner, you not only need a plan for your own financial life, but you need options for your team as well. SEP IRA, Roth IRA, Solo 401k... we can build a plan that works for you.

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Planning For Retirement

Planning For Retirement

"When should I retire?" "How can I make the most of what I have?" In the "home stretch" before retirement? As you move towards the next chapter of your life, let Collier Wealth Management help you create a plan to retire the way you want.

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Enjoying Retirement

Enjoying Retirement

Getting to retirement is just the first step. Understanding how to manage your wealth while in retirement can help you worry less and enjoy more.

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Your roadmap
to a better financial life

Collier Wealth Management makes it easy to get the advice, tools, and support you need to feel confident in your financial future.

1.

Discover

Schedule a FREE 15-minute Discovery Call, tell us about your values and how you define financial success. We'll begin to define the course you should take.

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2.

Plan

Based on where you are now, and where you want to go, we'll create a comprehensive roadmap for you to follow.

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3.

Live

Experience confidence with a plan that fits your values and support from the Collier Wealth Management team, as well as our extensive network of specialists.

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Discover how we can help.

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Get Started Today

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